Moneta Group Investment Advisors’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
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2025
Q1 | $1.45M | Sell |
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|
2024
Q4 | $1.89M | Buy |
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|
2024
Q3 | $1.56M | Buy |
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|
2024
Q2 | $1.35M | Buy |
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|
2024
Q1 | $887K | Buy |
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|
2023
Q4 | $577K | Buy |
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|
2023
Q3 | $454K | Buy |
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|
2023
Q2 | $346K | Buy |
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|
2023
Q1 | $261K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Buy |
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|
2022
Q1 | $225K | Sell |
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|
2021
Q4 | $228K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $62K | Buy |
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|
2018
Q1 | $25K | Hold |
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|
2017
Q4 | $20K | Buy |
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